Help

Re: Automation to create new linked records when a record is created in onboarding table

Solved
Jump to Solution
1472 0
cancel
Showing results for 
Search instead for 
Did you mean: 
Patrick_Baker
6 - Interface Innovator
6 - Interface Innovator

I have a base that I use for onboarding new users. New records are created via a fillout form. I want to create a linked record in my Agents & Staff table, as well as my phone directory table when a new record is created in onboarding. I know how to link to an existing record, but I am stuck on creating a new record and linking.

1 Solution

Accepted Solutions
pressGO_design
10 - Mercury
10 - Mercury

When a record is created in Onboarding, create a record in your Phone Directory and in the linked field of your Phone Directory record, put the RecordID of the Onboarding record.

See Solution in Thread

1 Reply 1
pressGO_design
10 - Mercury
10 - Mercury

When a record is created in Onboarding, create a record in your Phone Directory and in the linked field of your Phone Directory record, put the RecordID of the Onboarding record.